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Institutional

Osmosis Investment Management UK Ltd

CIK 0001780700
$3.72B
Reported AUM
456
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Osmosis Investment Management UK Ltd · Q1 2026

AI · grounded in 13F

Osmosis Investment Management UK Ltd established a new position in AZN worth $38.6M. The fund also opened new stakes in ADI for $32.8M and MU for $16.6M. On the sell side, the manager trimmed holdings in ELV by 78.4% and AVGO by 20.1%.

Portfolio · Q1 2026

NVDA$287.7MAAPL$240.5MMSFTAMZNGOOGLGOOGMETAAVGOOther$2.38BOL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$287.7M7.73%HELD
2AAPLAPPLE INC$338.19-0.56%67.77%128.17%$240.5M6.46%HELD
3MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$146.8M3.94%HELD
4AMZNAMAZON COM INC$226.65-1.82%7.50%33.03%$127.6M3.43%HELD
5GOOGLALPHABET INC$336.710.90%76.51%132.04%$101.7M2.73%HELD
6GOOGALPHABET INC$335.760.95%75.60%130.67%$82.8M2.23%HELD
7METAMETA PLATFORMS INC$585.61-1.31%-20.62%57.79%$79.6M2.14%HELD
8AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$76.2M2.05%HELD
9TSLATESLA INC$298.32-2.97%1.59%25.36%$65.9M1.77%HELD
10JPMJPMORGAN CHASE & CO$344.71-3.53%25.84%153.16%$51.6M1.38%HELD
11LLYELI LILLY & CO$1210.02-0.87%61.25%393.83%$42.2M1.13%HELD
12JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$38.9M1.04%HELD
13AZNASTRAZENECA PLC$173.300.48%19.22%63.87%$38.6M1.04%HELD
14KOCOCA COLA CO$89.080.92%35.46%86.77%$34.8M0.93%HELD
15BMYBRISTOL-MYERS SQUIBB CO$63.10-0.79%50.70%16.74%$33.6M0.90%HELD
16VVISA INC$368.730.58%9.62%67.02%$33.1M0.89%HELD
17ADIANALOG DEVICES INC$353.37-3.41%64.05%138.71%$32.8M0.88%HELD
18AMDADVANCED MICRO DEVICES INC$429.56-5.51%153.16%292.58%$31.9M0.86%HELD
19CSCOCISCO SYS INC$112.48-2.68%75.85%125.29%$31.5M0.85%HELD
20BRK/BBERKSHIRE HATHAWAY INC DEL$31.3M0.84%HELD
21MCDMCDONALDS CORP$271.52-0.55%-8.00%27.88%$30.6M0.82%HELD
22KLACKLA CORP$170.19-10.80%93.19%424.97%$29.8M0.80%HELD
23MAMASTERCARD INCORPORATED$563.320.10%1.24%67.59%$27.5M0.74%HELD
24SOSOUTHERN CO$96.05-0.75%5.21%75.31%$27.0M0.73%HELD
25NFLXNETFLIX INC.$73.631.71%-36.45%29.36%$25.9M0.70%HELD
26WMTWALMART INC$114.220.99%16.94%145.72%$25.2M0.68%HELD
27COSTCOSTCO WHOLESALE CORPORATION$974.030.77%2.82%125.57%$25.2M0.68%HELD
28GILDGILEAD SCIENCES INC$132.73-1.18%21.77%121.51%$24.2M0.65%HELD
29ABBVABBVIE INC$263.300.04%40.72%165.04%$24.1M0.65%HELD
30ECLECOLAB INC$283.700.28%9.54%32.71%$24.0M0.64%HELD
31MDTMEDTRONIC PLC$87.540.76%$23.9M0.64%HELD
32LHXL3HARRIS TECHNOLOGIES INC$297.53-2.51%$22.3M0.60%HELD
33CVXCHEVRON CORPORATION$191.862.28%$21.9M0.59%HELD
34BACBANK AMERICA CORP$61.07-2.48%$21.8M0.58%HELD
35PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%$20.8M0.56%HELD
36TMUST-MOBILE US INC$181.52-0.48%$20.5M0.55%HELD
37KDPKEURIG DR PEPPER INC$31.451.19%$20.4M0.55%HELD
38HDHOME DEPOT INC$338.27-1.80%$20.4M0.55%HELD
39ROKROCKWELL AUTOMATION INC$459.39-2.50%$20.1M0.54%HELD
40GEGE AEROSPACE$350.63-3.56%$19.8M0.53%HELD
41UBERUBER TECHNOLOGIES INC$71.200.65%$19.7M0.53%HELD
42ENBENBRIDGE INC$55.14-0.20%$19.5M0.52%HELD
43FASTFASTENAL CO$47.78-0.67%$19.5M0.52%HELD
44ACNACCENTURE PLC IRELAND$173.175.17%$19.4M0.52%HELD
45GEVGE VERNOVA INC$900.28-4.57%$19.1M0.51%HELD
46ORCLORACLE CORP$117.74-1.85%$19.1M0.51%HELD
47AMATAPPLIED MATLS INC$436.45-8.40%$18.8M0.51%HELD
48CAHCARDINAL HEALTH INC$229.12-1.46%$18.2M0.49%HELD
49WATWATERS CORP$379.48-1.15%$17.4M0.47%HELD
50INTUINTUIT$333.136.43%$17.1M0.46%HELD
51TTETOTALENERGIES SE$86.753.05%$16.8M0.45%HELD
52GSGOLDMAN SACHS GROUP INC$980.75-5.09%$16.7M0.45%HELD
53MUMICRON TECHNOLOGY INC$739.00-9.94%$16.6M0.45%HELD
54WMT2WELLS FARGO & CO$16.4M0.44%HELD
55DELLDELL TECHNOLOGIES INC$369.64-5.73%$16.4M0.44%HELD
56INTCINTEL CORP$81.88-5.12%$16.3M0.44%HELD
57EQIXEQUINIX INC$1008.02-2.59%$16.2M0.44%HELD
58AMGNAMGEN INC$387.64-1.39%$16.2M0.44%HELD
59VZVERIZON COMMUNICATIONS INC$47.22-2.01%$16.1M0.43%HELD
60ESEVERSOURCE ENERGY$74.76-0.84%$15.7M0.42%HELD
61UNHUNITEDHEALTH GROUP INC$420.57-1.92%$15.1M0.40%HELD
62OTISOTIS WORLDWIDE CORP$73.36-0.34%$14.9M0.40%HELD
63AEMAGNICO EAGLE MINES LTD$144.430.50%$14.8M0.40%HELD
64RYROYAL BK CDA$206.45-2.79%$14.4M0.39%HELD
65MDLZMONDELEZ INTL INC$64.994.02%$14.3M0.38%HELD
66ANETARISTA NETWORKS INC$157.97-6.92%$14.0M0.38%HELD
67MRKMERCK & CO INC$130.36-1.11%$13.8M0.37%HELD
68EIXEDISON INTL$78.63-1.45%$13.7M0.37%HELD
69CCITIGROUP INC$127.13-4.03%$13.4M0.36%HELD
70MNSTMONSTER BEVERAGE CORP NEW$97.23-0.52%$13.3M0.36%HELD
71AAGILENT TECHNOLOGIES INC$140.30-0.17%$13.3M0.36%HELD
72VRTXVERTEX PHARMACEUTICALS INC$483.33-1.44%$13.2M0.35%HELD
73WELLWELLTOWER INC$241.08-1.02%$12.9M0.35%HELD
74MSMORGAN STANLEY$203.13-3.99%$12.9M0.35%HELD
75RCLROYAL CARIBBEAN GROUP$323.580.33%$12.9M0.35%HELD
76NTRNUTRIEN LTD$70.591.63%$12.6M0.34%HELD
77PLDPROLOGIS INC.$145.47-1.12%$11.8M0.32%HELD
78IBMINTERNATIONAL BUSINESS MACHS$226.44-0.49%$11.7M0.32%HELD
79MCKMCKESSON CORP$888.56-0.11%$11.2M0.30%HELD
80AXPAMERICAN EXPRESS CO$331.50-1.52%$11.0M0.30%HELD
81TJXTJX COS INC NEW$161.630.52%$10.9M0.29%HELD
82AXONAXON ENTERPRISE INC$531.20-3.00%$10.8M0.29%HELD
83FWONKLIBERTY MEDIA CORP DEL$101.890.68%$10.8M0.29%HELD
84VMCVULCAN MATLS CO$283.92-1.56%$10.7M0.29%HELD
85TDTORONTO DOMINION BK ONT$116.99-2.84%$10.6M0.28%HELD
86SCHWSCHWAB CHARLES CORP$104.47-1.42%$10.6M0.28%HELD
87SBACSBA COMMUNICATIONS CORP$186.296.49%$10.5M0.28%HELD
88HO1HOLOGIC INC$10.1M0.27%HELD
89ISRGINTUITIVE SURGICAL INC$353.10-2.40%$9.9M0.27%HELD
90STLDSTEEL DYNAMICS INC$252.34-2.85%$9.9M0.27%HELD
91TWLOTWILIO INC$188.25-3.13%$9.8M0.26%HELD
92LMTLOCKHEED MARTIN CORP$569.20-2.08%$9.7M0.26%HELD
93BLKBLACKROCK INC$1079.19-1.67%$9.4M0.25%HELD
94BSXBOSTON SCIENTIFIC CORP$46.04-0.04%$9.3M0.25%HELD
95JJACOBS SOLUTIONS INC$135.91-3.34%$9.1M0.24%HELD
96CCICROWN CASTLE INC$79.094.41%$8.9M0.24%HELD
97KMIKINDER MORGAN INC DEL$31.850.76%$8.7M0.23%HELD
98SHOPSHOPIFY INC$129.17-0.85%$8.7M0.23%HELD
99SNPSSYNOPSYS INC$373.69-2.64%$8.6M0.23%HELD
100CBCHUBB LTD SWITZ$361.90-0.44%$8.4M0.22%HELD
101SPGIS&P GLOBAL INC$8.3M0.22%HELD
102ETNEATON CORP PLC$8.3M0.22%HELD
103CITHE CIGNA GROUP$8.3M0.22%HELD
104PPGPPG INDS INC$8.2M0.22%HELD
105BKNGBOOKING HOLDINGS INC$8.1M0.22%HELD
106AMEAMETEK INC$7.9M0.21%HELD
107RPMRPM INTL INC$7.9M0.21%HELD
108EBAYEBAY INC.$7.8M0.21%HELD
109MKCMCCORMICK & CO INC$7.8M0.21%HELD
110COFCAPITAL ONE FINL CORP$7.8M0.21%HELD
111UBSUBS GROUP AG$7.7M0.21%HELD
112JBHTHUNT J B TRANS SVCS INC$7.6M0.20%HELD
113SYYSYSCO CORP$7.5M0.20%HELD
114VLOVALERO ENERGY CORP$7.5M0.20%HELD
115BGBUNGE GLOBAL SA$7.4M0.20%HELD
116PGRPROGRESSIVE CORP$7.4M0.20%HELD
117CMECME GROUP INC$7.4M0.20%HELD
118CVSCVS HEALTH CORP$7.4M0.20%HELD
119NOWSERVICENOW INC$7.1M0.19%HELD
120COPCONOCOPHILLIPS$6.9M0.19%HELD
121PCGPG&E CORP$6.9M0.19%HELD
122SYKSTRYKER CORPORATION$6.8M0.18%HELD
123AMTAMERICAN TOWER CORP$6.8M0.18%HELD
124CMCSACOMCAST CORP NEW$6.4M0.17%HELD
125SHWSHERWIN WILLIAMS CO$6.2M0.17%HELD
126ADBEADOBE INC$6.1M0.16%HELD
127CHKPCHECK POINT SOFTWARE TECH LT$6.1M0.16%HELD
128MELIMERCADOLIBRE INC$6.1M0.16%HELD
129SBUXSTARBUCKS CORP$6.0M0.16%HELD
130CRWDCROWDSTRIKE HLDGS INC$6.0M0.16%HELD
131ELVELEVANCE HEALTH INC FORMERLY$5.9M0.16%HELD
132IRMIRON MTN INC DEL$5.9M0.16%HELD
133BMOBANK MONTREAL MEDIUM$5.8M0.16%HELD
134BKBANK NEW YORK MELLON CORP$5.8M0.15%HELD
135FTVFORTIVE CORP$5.7M0.15%HELD
136PNCPNC FINL SVCS GROUP INC$5.7M0.15%HELD
137CMCANADIAN IMPERIAL BANK OF CO$5.7M0.15%HELD
138USBUS BANCORP$5.7M0.15%HELD
139FFORD MTR CO$5.6M0.15%HELD
140CATCATERPILLAR INC$5.5M0.15%HELD
141TTTRANE TECHNOLOGIES PLC$5.5M0.15%HELD
142CDNSCADENCE DESIGN SYSTEM INC$5.4M0.15%HELD
143ICEINTERCONTINENTAL EXCHANGE IN$5.4M0.15%HELD
144BNSBANK NOVA SCOTIA B C$5.4M0.15%HELD
145VRTVERTIV HOLDINGS CO$5.4M0.15%HELD
146APPAPPLOVIN CORP$5.4M0.14%HELD
147CLSCELESTICA INC$5.2M0.14%HELD
148PAYXPAYCHEX INC$5.1M0.14%HELD
149BBYBEST BUY INC$5.1M0.14%HELD
150PSAPUBLIC STORAGE OPER CO$5.1M0.14%HELD
151CNQCANADIAN NAT RES LTD MED TER$5.0M0.13%HELD
152PAASPAN AMERN SILVER CORP$5.0M0.13%HELD
153NOCNORTHROP GRUMMAN CORP$4.9M0.13%HELD
154BXBLACKSTONE INC$4.9M0.13%HELD
155ADPAUTOMATIC DATA PROCESSING IN$4.9M0.13%HELD
156BNBROOKFIELD CORP$4.7M0.13%HELD
157WBDWARNER BROS DISCOVERY INC$4.7M0.13%HELD
158NETCLOUDFLARE INC$4.6M0.12%HELD
159REGNREGENERON PHARMACEUTICALS$4.6M0.12%HELD
160WDCWESTERN DIGITAL CORP$4.5M0.12%HELD
161AONAON PLC$4.5M0.12%HELD
162MRSHMARSH & MCLENNAN COS INC$4.5M0.12%HELD
163ORLYOREILLY AUTOMOTIVE INC$4.5M0.12%HELD
164HCAHCA HEALTHCARE INC$4.4M0.12%HELD
165SPOTSPOTIFY TECHNOLOGY S A$4.4M0.12%HELD
166TFCTRUIST FINL CORP$4.2M0.11%HELD
167UPSUNITED PARCEL SVCS INC$4.2M0.11%HELD
168MFCMANULIFE FINL CORP$4.2M0.11%HELD
169NEMNEWMONT CORP$4.0M0.11%HELD
170ALLALLSTATE CORP$4.0M0.11%HELD
171MCOMOODYS CORP$4.0M0.11%HELD
172DPZDOMINOS PIZZA INC$4.0M0.11%HELD
173AFLAFLAC INC$4.0M0.11%HELD
174ROSTROSS STORES INC$4.0M0.11%HELD
175DBDEUTSCHE BK AG$3.8M0.10%HELD
176HUBSHUBSPOT INC$3.8M0.10%HELD
177MSIMOTOROLA SOLUTIONS INC$3.8M0.10%HELD
178KKRKKR & CO INC$3.8M0.10%HELD
179CEGCONSTELLATION ENERGY CORP$3.7M0.10%HELD
180TDGTRANSDIGM GROUP INC$3.7M0.10%HELD
181SUSUNCOR ENERGY INC NEW$3.7M0.10%HELD
182APDAIR PRODUCTS AND CHEMICALS I$3.7M0.10%HELD
183SLBSLB LIMITED$3.7M0.10%HELD
184AJGGALLAGHER ARTHUR J & CO$3.7M0.10%HELD
185ELLAUDER ESTEE COS INC$3.7M0.10%HELD
186PCARPACCAR INC$3.6M0.10%HELD
187APOAPOLLO GLOBAL MGMT INC$3.6M0.10%HELD
188EMREMERSON ELEC CO$3.5M0.10%HELD
189DLRDIGITAL RLTY TR INC$3.5M0.09%HELD
190SNOWSNOWFLAKE INC$3.4M0.09%HELD
191WPMWHEATON PRECIOUS METALS CORP$3.4M0.09%HELD
192CARRCARRIER GLOBAL CORPORATION$3.3M0.09%HELD
193DECKDECKERS OUTDOOR CORP$3.3M0.09%HELD
194DASHDOORDASH INC$3.3M0.09%HELD
195AMPAMERIPRISE FINL INC$3.2M0.09%HELD
196FITBFIFTH THIRD BANCORP$3.2M0.09%HELD
197PYPLPAYPAL HLDGS INC$3.1M0.08%HELD
198AIGAMERICAN INTL GROUP INC$3.1M0.08%HELD
199AERAERCAP HOLDINGS NV$3.1M0.08%HELD
200AZOAUTOZONE INC$3.1M0.08%HELD
201BABOEING CO$3.1M0.08%HELD
202PSXPHILLIPS 66$3.0M0.08%HELD
203ABNBAIRBNB INC$3.0M0.08%HELD
204MPCMARATHON PETE CORP$3.0M0.08%HELD
205METMETLIFE INC$2.9M0.08%HELD
206CIENCIENA CORP$2.9M0.08%HELD
207HOODROBINHOOD MKTS INC$2.9M0.08%HELD
208HIGHARTFORD INSURANCE GROUP INC$2.9M0.08%HELD
209CBRECBRE GROUP INC$2.9M0.08%HELD
210STTSTATE STR CORP$2.9M0.08%HELD
211FIXCOMFORT SYS USA INC$2.8M0.08%HELD
212NDAQNASDAQ INC$2.8M0.08%HELD
213NXPINXP SEMICONDUCTORS N V$2.8M0.07%HELD
214ACGLARCH CAP GROUP LTD$2.7M0.07%HELD
215PRUPRUDENTIAL FINL INC$2.7M0.07%HELD
216KEYSKEYSIGHT TECHNOLOGIES INC$2.6M0.07%HELD
217BKRBAKER HUGHES COMPANY$2.5M0.07%HELD
218IDXXIDEXX LABS INC$2.5M0.07%HELD
219XYZBLOCK INC$2.5M0.07%HELD
220FERGFERGUSON ENTERPRISES INC$2.5M0.07%HELD
221MTBM & T BK CORP$2.5M0.07%HELD
222RKLBROCKET LAB CORP$2.5M0.07%HELD
223WABWABTEC$2.4M0.07%HELD
224TECKTECK RESOURCES LTD$2.4M0.07%HELD
225WMWASTE MGMT INC DEL$2.4M0.07%HELD
226RMDRESMED INC$2.4M0.07%HELD
227CBOECBOE GLOBAL MKTS INC$2.4M0.06%HELD
228ALNYALNYLAM PHARMACEUTICALS INC$2.3M0.06%HELD
229CMGCHIPOTLE MEXICAN GRILL INC$2.3M0.06%HELD
230NTRSNORTHERN TR CORP$2.3M0.06%HELD
231CVNACARVANA CO$2.3M0.06%HELD
232RACEFERRARI N V$2.3M0.06%HELD
233FISVFISERV INC$2.2M0.06%HELD
234HBANHUNTINGTON BANCSHARES INC$2.2M0.06%HELD
235TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.2M0.06%HELD
236KVUEKENVUE INC$2.2M0.06%HELD
237CRMSALESFORCE INC$2.2M0.06%HELD
238IQVIQVIA HLDGS INC$2.2M0.06%HELD
239CCJCAMECO CORP$2.2M0.06%HELD
240FNVFRANCO NEV CORP$2.1M0.06%HELD
241MSCIMSCI INC$2.1M0.06%HELD
242SLFSUN LIFE FINANCIAL INC.$2.1M0.06%HELD
243MCHPMICROCHIP TECHNOLOGY INC.$2.1M0.06%HELD
244CINFCINCINNATI FINL CORP$2.1M0.06%HELD
245DHID R HORTON INC$2.0M0.05%HELD
246CFGCITIZENS FINL GROUP INC$2.0M0.05%HELD
247NDSNNORDSON CORP$2.0M0.05%HELD
248SYFSYNCHRONY FINANCIAL$2.0M0.05%HELD
249COINCOINBASE GLOBAL INC$2.0M0.05%HELD
250IBKRINTERACTIVE BROKERS GROUP IN$1.9M0.05%HELD
251EXCEXELON CORP$1.9M0.05%HELD
252CTASCINTAS CORP$1.9M0.05%HELD
253GRMNGARMIN LTD$1.9M0.05%HELD
254HALHALLIBURTON CO$1.9M0.05%HELD
255RBLXROBLOX CORP$1.9M0.05%HELD
256PEGPUBLIC SVC ENTERPRISE GROUP$1.9M0.05%HELD
257ODFLOLD DOMINION FREIGHT LINE IN$1.9M0.05%HELD
258MLMMARTIN MARIETTA MATLS INC$1.8M0.05%HELD
259LNGCHENIERE ENERGY INC$1.8M0.05%HELD
260OMCOMNICOM GROUP INC$1.8M0.05%HELD
261DDOGDATADOG INC$1.8M0.05%HELD
262PFGPRINCIPAL FINANCIAL GROUP IN$1.8M0.05%HELD
263EDCONSOLIDATED EDISON INC$1.8M0.05%HELD
264WCNWASTE CONNECTIONS INC$1.7M0.05%HELD
265HPEHEWLETT PACKARD ENTERPRISE C$1.7M0.05%HELD
266INSMINSMED INC$1.7M0.05%HELD
267MKLMARKEL GROUP INC$1.7M0.05%HELD
268SESEA LTD$1.7M0.05%HELD
269INCYINCYTE CORP$1.7M0.05%HELD
270CVECENOVUS ENERGY INC$1.7M0.05%HELD
271KEYKEYCORP$1.7M0.04%HELD
272MSTRSTRATEGY INC$1.7M0.04%HELD
273DLTRDOLLAR TREE INC$1.6M0.04%HELD
274EMEEMCOR GROUP INC$1.6M0.04%HELD
275PGPROCTER & GAMBLE CO$1.6M0.04%HELD
276BEBLOOM ENERGY CORP$1.6M0.04%HELD
277UALUNITED AIRLS HLDGS INC$1.6M0.04%HELD
278SOFISOFI TECHNOLOGIES INC$1.6M0.04%HELD
279CPAYCORPAY INC$1.5M0.04%HELD
280HSYHERSHEY CO$1.5M0.04%HELD
281CHTRCHARTER COMMUNICATIONS INC$1.5M0.04%HELD
282CPRTCOPART INC$1.5M0.04%HELD
283EXREXTRA SPACE STORAGE INC$1.4M0.04%HELD
284CTVACORTEVA INC$1.4M0.04%HELD
285CRWVCOREWEAVE INC$1.4M0.04%HELD
286SATSECHOSTAR CORP$1.4M0.04%HELD
287FISFIDELITY NATL INFORMATION SV$1.4M0.04%HELD
288TWTRADEWEB MKTS INC$1.4M0.04%HELD
289LYVLIVE NATION ENTERTAINMENT IN$1.4M0.04%HELD
290IRINGERSOLL RAND INC$1.4M0.04%HELD
291LRCXLAM RESEARCH CORP$1.4M0.04%HELD
292TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.04%HELD
293RJFRAYMOND JAMES FINL INC$1.3M0.04%HELD
294TOSTTOAST INC$1.3M0.04%HELD
295VEEVVEEVA SYS INC$1.3M0.04%HELD
296LLOEWS CORP$1.3M0.03%HELD
297SSNCSS&C TECH HLDGS$1.3M0.03%HELD
298WTWWILLIS TOWERS WATSON PLC LTD$1.3M0.03%HELD
299FICOFAIR ISAAC CORP$1.2M0.03%HELD
300RFREGIONS FINANCIAL CORP NEW$1.2M0.03%HELD
301NTRANATERA INC$1.2M0.03%HELD
302ADMARCHER DANIELS MIDLAND CO$1.2M0.03%HELD
303BIIBBIOGEN INC$1.2M0.03%HELD
304CRHCRH PLC$1.2M0.03%HELD
305VRSKVERISK ANALYTICS INC$1.2M0.03%HELD
306EXPEEXPEDIA GROUP INC$1.2M0.03%HELD
307FNFFIDELITY NATL FINL INC$1.2M0.03%HELD
308ATOATMOS ENERGY CORP$1.2M0.03%HELD
309AWKAMERICAN WTR WKS CO INC NEW$1.2M0.03%HELD
310AFRMAFFIRM HLDGS INC$1.1M0.03%HELD
311SWSMURFIT WESTROCK PLC$1.1M0.03%HELD
312TPLTEXAS PACIFIC LAND CORPORATI$1.1M0.03%HELD
313ARESARES MANAGEMENT CORPORATION$1.1M0.03%HELD
314LPLALPL FINL HLDGS INC$1.1M0.03%HELD
315PHMPULTE GROUP INC$1.1M0.03%HELD
316FDXFEDEX CORP$1.1M0.03%HELD
317SOLVSOLVENTUM CORP$1.0M0.03%HELD
318LENLENNAR CORP$1.0M0.03%HELD
319ROLROLLINS INC$1.0M0.03%HELD
320EFXEQUIFAX INC$1.0M0.03%HELD
321PEPPEPSICO INC$1.0M0.03%HELD
322QQNITY ELECTRONICS INC$1.0M0.03%HELD
323MDBMONGODB INC$998K0.03%HELD
324QSRRESTAURANT BRANDS INTL INC$995K0.03%HELD
325CAECAE INC$974K0.03%HELD
326ILMNILLUMINA INC$967K0.03%HELD
327STESTERIS PLC$964K0.03%HELD
328GPNGLOBAL PMTS INC$962K0.03%HELD
329CGCARLYLE GROUP INC$959K0.03%HELD
330NEENEXTERA ENERGY INC$958K0.03%HELD
331UTHRUNITED THERAPEUTICS CORP DEL$956K0.03%HELD
332TROWPRICE T ROWE GROUP INC$952K0.03%HELD
333FUTUFUTU HLDGS LTD$926K0.02%HELD
334ABTABBOTT LABORATORIES$904K0.02%HELD
335LINLINDE PLC$890K0.02%HELD
336DGXQUEST DIAGNOSTICS INC$884K0.02%HELD
337STNSTANTEC INC$871K0.02%HELD
338CRBGCOREBRIDGE FINL INC$871K0.02%HELD
339IPINTERNATIONAL PAPER CO$865K0.02%HELD
340TXNTEXAS INSTRS INC$860K0.02%HELD
341HUMHUMANA INC$850K0.02%HELD
342ZNGAZOOM COMMUNICATIONS INC$842K0.02%HELD
343PFEPFIZER INC$815K0.02%HELD
344KHCKRAFT HEINZ CO$807K0.02%HELD
345PEVERPURE INC$796K0.02%HELD
346APTVAPTIV PLC$785K0.02%HELD
347CHRWC H ROBINSON WORLDWIDE IN$780K0.02%HELD
348EAELECTRONIC ARTS INC$777K0.02%HELD
349LVSLAS VEGAS SANDS CORP$777K0.02%HELD
350APHAMPHENOL CORP$776K0.02%HELD
351MASMASCO CORP$775K0.02%HELD
352GISGENERAL MILLS INC$766K0.02%HELD
353BRBROADRIDGE FINL SOLUTIONS IN$759K0.02%HELD
354DISDISNEY WALT CO$758K0.02%HELD
355TAT&T INC$752K0.02%HELD
356BROBROWN & BROWN INC$734K0.02%HELD
357RPRXROYALTY PHARMA PLC$732K0.02%HELD
358AGIALAMOS GOLD INC$724K0.02%HELD
359WRBBERKLEY W R CORP$722K0.02%HELD
360FCNCAFIRST CTZNS BANCSHARES INC D$722K0.02%HELD
361UNPUNION PAC CORP$716K0.02%HELD
362ZBHZIMMER BIOMET HOLDINGS INC$702K0.02%HELD
363DEDEERE & CO$699K0.02%HELD
364EGEVEREST GROUP LTD$690K0.02%HELD
365HEI/AHEICO CORP NEW$688K0.02%HELD
366FLUTFLUTTER ENTMT PLC$684K0.02%HELD
367RBARB GLOBAL INC$670K0.02%HELD
368CSGPCOSTAR GROUP INC$661K0.02%HELD
369NVRNVR INC$659K0.02%HELD
370LULULULULEMON ATHLETICA INC$656K0.02%HELD
371BAMBROOKFIELD ASSET MANAGMT LTD$656K0.02%HELD
372AUANGLOGOLD ASHANTI PLC$646K0.02%HELD
373CNCCENTENE CORP DEL$639K0.02%HELD
374PANWPALO ALTO NETWORKS INC$638K0.02%HELD
375RKTROCKET COS INC$637K0.02%HELD
376DXCMDEXCOM INC$633K0.02%HELD
377PTCPTC INC$611K0.02%HELD
378CRDOCREDO TECHNOLOGY GROUP HOLDI$600K0.02%HELD
379EXPDEXPEDITORS INTL WASH INC$600K0.02%HELD
380IMOIMPERIAL OIL LTD$600K0.02%HELD
381ULTAULTA BEAUTY INC$590K0.02%HELD
382CSLCARLISLE COS INC$575K0.02%HELD
383DHRDANAHER CORP DEL$570K0.02%HELD
384ICLICL GROUP LTD$569K0.02%HELD
385PODDINSULET CORP$555K0.01%HELD
386FFIVF5 INC$543K0.01%HELD
387LOWLOWES COS INC$537K0.01%HELD
388MGAMAGNA INTL INC$536K0.01%HELD
389PNFPPINNACLE FINL PARTNERS INC$533K0.01%HELD
390TRMBTRIMBLE INC$523K0.01%HELD
391ALABASTERA LABS INC$521K0.01%HELD
392CDWCDW CORP$521K0.01%HELD
393LIILENNOX INTL INC$514K0.01%HELD
394GLWCORNING INC$507K0.01%HELD
395COOCOOPER COS INC$504K0.01%HELD
396ZSZSCALER INC$504K0.01%HELD
397NUENUCOR CORP$503K0.01%HELD
398TSEMTOWER SEMICONDUCTOR LTD$495K0.01%HELD
399PDDPDD HOLDINGS INC$484K0.01%HELD
400NLYANNALY CAPITAL MANAGEMENT IN$480K0.01%HELD
401RCIROGERS COMMUNICATIONS INC$466K0.01%HELD
402CNPCENTERPOINT ENERGY INC$465K0.01%HELD
403GPCGENUINE PARTS CO$463K0.01%HELD
404HEIHEICO CORP NEW$458K0.01%HELD
405TYLTYLER TECHNOLOGIES INC$458K0.01%HELD
406SMCISUPER MICRO COMPUTER INC$444K0.01%HELD
407JKHYHENRY JACK & ASSOC INC$429K0.01%HELD
408INVHINVITATION HOMES INC$427K0.01%HELD
409FOXAFOX CORP$426K0.01%HELD
410GIBCGI INC$424K0.01%HELD
411RDDTREDDIT INC$420K0.01%HELD
412RSRELIANCE INC$419K0.01%HELD
413NUNU HLDGS LTD$418K0.01%HELD
414STXSEAGATE TECHNOLOGY HLDNGS PL$414K0.01%HELD
415WPCWP CAREY INC$414K0.01%HELD
416MRVLMARVELL TECHNOLOGY INC$404K0.01%HELD
417PHPARKER-HANNIFIN CORP$398K0.01%HELD
418TRUTRANSUNION$397K0.01%HELD
419GGGGRACO INC$376K0.01%HELD
420FOXFOX CORP$374K0.01%HELD
421TRI4EURTHOMSON REUTERS CORP$368K0.01%HELD
422WSOWATSCO INC$365K0.01%HELD
423WMBWILLIAMS COS INC$358K0.01%HELD
424ITWILLINOIS TOOL WKS INC$339K0.01%HELD
425JCIJOHNSON CONTROLS INTERNATION$334K0.01%HELD
426ALLEALLEGION PLC$328K0.01%HELD
427HWMHOWMET AEROSPACE INC$327K0.01%HELD
428TELTE CONNECTIVITY PLC$319K0.01%HELD
429DVNDEVON ENERGY CORP NEW$316K0.01%HELD
430CLCOLGATE PALMOLIVE CO$315K0.01%HELD
431NVMINOVA LTD$309K0.01%HELD
432CSXCSX CORP$301K0.01%HELD
433NKENIKE INC$300K0.01%HELD
434ZBRAZEBRA TECHNOLOGIES CORPORATI$297K0.01%HELD
435GENGEN DIGITAL INC$297K0.01%HELD
436NBIXNEUROCRINE BIOSCIENCES INC$294K0.01%HELD
437OKEONEOK INC NEW$289K0.01%HELD
438TRPTC ENERGY CORP$280K0.01%HELD
439OKTAOKTA INC$279K0.01%HELD
440TRGPTARGA RES CORP$274K0.01%HELD
441SRESEMPRA$263K0.01%HELD
442GMGENERAL MTRS CO$261K0.01%HELD
443GLPIGAMING & LEISURE P$246K0.01%HELD
444MARMARRIOTT INTL INC NEW$244K0.01%HELD
445URIUNITED RENTALS INC$237K0.01%HELD
446ZTSZOETIS INC$233K0.01%HELD
447MMM3M CO$232K0.01%HELD
448ADSKAUTODESK INC$231K0.01%HELD
449RIVNRIVIAN AUTOMOTIVE INC$228K0.01%HELD
450CPCANADIAN PACIFIC KANSAS CITY$224K0.01%HELD
451TEAMATLASSIAN CORPORATION$222K0.01%HELD
452SPGSIMON PPTY GROUP INC NEW$219K0.01%HELD
453VSTVISTRA CORP$219K0.01%HELD
454ACMAECOM$208K0.01%HELD
455BLDRBUILDERS FIRSTSOURCE INC$202K0.01%HELD
456TMETENCENT MUSIC ENTMT GROUP$120K0.00%HELD

Source: SEC EDGAR · accession 0001780700-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.